Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: TheBigB who wrote (8442)	3/15/1998 6:18:00 PM
From: Bill Harmond	Respond to of 27307

>>Netscape has clearly said that Netcenter is not how it wants to develop. Please read that WSJ article. They are acknowledging that Netcenter model is bad for the consumer and they want to work on providing a Yahoo like model. It is saying that it wants to compete with Yahoo. I'm not disputing this a bit. >>Yes Yahoo has become big but to think that Netscape/AOL/Microsoft cannot compete to provide similar quality in services greatly underestimates these companies. It gets back to beer or corn flakes. Anybody can make beer or corn flakes. They can (and do) make even better beer and corn flakes. Whether they'll take out Anheuser Busch or Kellogg is another matter, even though both Anheuser Busch and Kellogg have direct competitors who are much larger, better financed, and more diversified. >>Remember : 70% of America and much of the world is not on the web yet - so the struggle to become the portal supremo - far from being over is only just begining. ...We are at page 3 of an 800 page book and YHOO may win - what I question is the fact that the stock price seems to reflect that it has won and that there is no going back. You make no case that I can see to short Yahoo.